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Setting Teams To Parent's Teams

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  • Setting Teams To Parent's Teams

    Hello,

    if an user sets the parent (it can be a case, a account, a contact, an oppotrunity or a lead) in an email, the teams of this mail should be added with the teams of the choosen parent. For this purpose I want to use a formula. But I can't find a possibility to read the teams of the foreign parent.

    Has anyone an idea?

  • #2
    Hi folks,

    nobody out there with an idea?

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    • #3
      Hi,
      if you what to update email teams, you can use Formula - entity\addLinkMultipleId('teams', parent.teamsIds);
      if you what to update parent's teams - you need workflow feature - update related record - parent.
      Or develop a hook

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      • #4
        Hi Tanya,

        Access to the foreign parent by parent.<field> made the trick.
        Thank you very much!

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